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Trailhead

Go from Lead to Cash with Salesforce CPQ and Billing

Salesforce via Trailhead

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Overview

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Optimize your quoting and invoice process and build better team relationships.
  • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
  • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
  • Learn how Salesforce Billing optimizes the relationship between Finance and Sales.

Syllabus

  • Salesforce CPQ Basics
    • Get Started with Salesforce CPQ
    • Learn About Quotes
    • Select Products
    • Calculate Prices
    • Generate PDF Quotes
    • Manage Contracts and Renewals
  • Salesforce CPQ Features
    • Continue Your CPQ Journey
    • Understand Product and Price Rules
    • Understand Advanced Approvals and Advanced Order Management
    • Discover How CPQ Treats Time
  • Salesforce Billing Basics
    • Get Started with Salesforce Billing
    • Manage the Billing Process
    • Give Finance a Helping Hand
    • Deploy and Integrate with Salesforce Billing

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